Institutionellt ägande och fondägande - Säljare
Denna sida visar institutioner, fonder och större aktieägare som har minskat sina innehav eller stängt sina positioner under den senaste rapporteringsperioden. Röda rader indikerar stängda positioner. Klicka på länk-symbolen för att se hela transaktionshistoriken.
Uppgraderaför att låsa upp premiumdata.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-15 | 13F | Fifth Third Bancorp | 12 413 | −1,08 | 794 | 2,32 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 41 061 | −22,28 | 2 625 | −19,58 | ||||
| 2025-07-24 | 13F | JB Capital LLC | 38 204 | −6,63 | 2 443 | −3,36 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 33 | −99,67 | 2 | −99,68 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 17 079 | −16,16 | 1 092 | −13,20 | ||||
| 2025-07-24 | NP | HASAX - Horizon Active Asset Allocation Fund Advisor Class | 1 146 030 | −20,30 | 71 180 | −20,34 | ||||
| 2025-07-10 | 13F | Ferguson Wellman Capital Management, Inc | 19 095 | −2,42 | 1 221 | 0,99 | ||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 10 275 | −60,04 | 658 | −58,46 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 11 575 | −2,19 | 740 | 1,23 | ||||
| 2025-08-01 | 13F | Pasadena Private Wealth, LLC | 17 764 | −1,13 | 1 136 | 2,25 | ||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 54 216 | −9,54 | 3 467 | −6,37 | ||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 9 810 | −3,49 | 627 | 0,00 | ||||
| 2025-07-23 | 13F | Indiana Trust & Investment Management CO | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Ironwood Investment Counsel, LLC | 3 536 | −6,28 | 226 | −3,00 | ||||
| 2025-07-25 | 13F | Wells Financial Advisors INC | 20 351 | −0,34 | 1 301 | 3,17 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 10 009 467 | −2,16 | 640 005 | 1,26 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 15 057 | −0,11 | 963 | 3,33 | ||||
| 2025-07-24 | 13F | Lmcg Investments, Llc | 27 328 | −3,76 | 1 747 | −0,40 | ||||
| 2025-08-05 | 13F | BEAM Asset Management, LLC | 32 900 | −43,19 | 2 104 | −41,21 | ||||
| 2025-07-09 | 13F | Veracity Capital LLC | 10 979 | −0,08 | 702 | 3,39 | ||||
| 2025-08-14 | 13F | First Manhattan Co | 8 259 | −0,02 | 528 | 3,53 | ||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 14 924 | −2,91 | 954 | 0,53 | ||||
| 2025-08-07 | 13F | Traynor Capital Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Biondo Investment Advisors, LLC | 23 933 | −0,19 | 1 530 | 3,31 | ||||
| 2025-07-28 | 13F | Essex LLC | 4 285 | −6,03 | 274 | −2,85 | ||||
| 2025-08-05 | 13F | Atlas Private Wealth Advisors | 337 831 | −1,34 | 21 601 | 2,11 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 2 753 506 | −49,10 | 176 059 | −47,32 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 6 276 | −76,24 | 401 | −75,41 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 2 427 | −29,20 | 155 | −26,54 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 12 962 | −2,80 | 1 | |||||
| 2025-04-29 | 13F | Hm Payson & Co | 12 539 | −4,86 | 775 | −4,21 | ||||
| 2025-08-13 | 13F | Fiduciary Group LLC | 23 231 | −1,57 | 1 485 | 1,85 | ||||
| 2025-04-29 | 13F | Raleigh Capital Management Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Bouvel Investment Partners, LLC | 25 421 | −0,96 | 1 625 | 0,99 | ||||
| 2025-07-16 | 13F | NovaPoint Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 17 085 | −2,69 | 1 099 | 1,29 | ||||
| 2025-08-12 | 13F | Planning Alternatives Ltd /adv | 5 244 | −1,15 | 335 | 2,45 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 162 795 | −13,12 | 10 | −9,09 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 38 193 | −0,44 | 2 442 | 3,04 | ||||
| 2025-08-13 | 13F | Fort Sheridan Advisors Llc | 10 226 | −10,64 | 654 | −7,51 | ||||
| 2025-08-06 | 13F | Columbia River Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Continuum Wealth Advisors, Llc | 5 301 | −10,18 | 339 | −7,14 | ||||
| 2025-07-22 | 13F | Innovative Wealth Building LLC | 65 337 | −6,87 | 4 178 | −3,62 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 8 745 | −16,48 | 559 | −13,47 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 599 | −35,31 | 38 | −30,91 | ||||
| 2025-08-12 | 13F | Harbor Advisory Corp /ma/ | 33 534 | −3,25 | 2 144 | 0,14 | ||||
| 2025-07-02 | 13F | Crumly & Associates Inc. | 123 989 | −6,59 | 7 928 | −3,33 | ||||
| 2025-07-23 | 13F | Opulen Financial Group LLC | 19 766 | −0,39 | 1 264 | 3,10 | ||||
| 2025-08-15 | 13F | Northeast Financial Consultants Inc | 1 460 398 | −0,60 | 93 378 | 2,88 | ||||
| 2025-07-15 | 13F | Avaii Wealth Management, Llc | 7 326 | −4,37 | 468 | −1,06 | ||||
| 2025-07-14 | 13F | Gries Financial Llc | 36 511 | −2,53 | 2 335 | 0,86 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 61 984 | −4,83 | 3 963 | −1,49 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 71 865 | −22,68 | 4 595 | −19,98 | ||||
| 2025-07-09 | 13F | Market Street Wealth Management Advisors Llc | 13 232 | −1,88 | 846 | 1,56 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 37 796 | −11,61 | 2 417 | −8,52 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 137 072 | −8,10 | 8 764 | −4,88 | ||||
| 2025-08-12 | 13F | Mcdonald Partners Llc | 3 926 | −11,30 | 251 | −8,06 | ||||
| 2025-05-06 | 13F | M1 Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Correct Capital Wealth Management | 648 069 | −16,27 | 41 438 | −13,34 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 96 389 | −13,18 | 6 163 | −10,15 | ||||
| 2025-08-14 | 13F | First Financial Bankshares Inc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Zacks Investment Management | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 942 | −5,33 | 60 | −1,64 | ||||
| 2025-08-04 | 13F | UNIVEST FINANCIAL Corp | 10 855 | −1,87 | 694 | 1,61 | ||||
| 2025-08-06 | 13F | O'Dell Group, LLC | 593 770 | −0,67 | 37 966 | 2,80 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Valued Wealth Advisors LLC | 2 729 | −1,09 | 174 | 2,35 | ||||
| 2025-05-05 | 13F | Crestwood Advisors Group LLC | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Community Trust & Investment Co | 4 885 | −10,22 | 312 | −7,14 | ||||
| 2025-08-14 | 13F | Destination Wealth Management | 6 648 | −1,13 | 425 | 2,41 | ||||
| 2025-07-21 | 13F | Stock Yards Bank & Trust Co | 4 123 | −7,06 | 264 | −4,01 | ||||
| 2025-07-22 | 13F | Ellenbecker Investment Group | 11 913 | −29,11 | 762 | −26,69 | ||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 27 172 | −23,87 | 1 737 | −21,22 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 929 653 | −1,95 | 59 442 | 1,48 | ||||
| 2025-07-16 | 13F | Kerntke Otto McGlone Wealth Management Group | 190 330 | −0,17 | 12 170 | 3,32 | ||||
| 2025-07-25 | 13F | Priebe Wealth Holdings LLC | 14 128 | −33,51 | 903 | −31,17 | ||||
| 2025-08-14 | 13F | Goodwin Investment Advisory | 0 | −100,00 | 0 | |||||
| 2025-03-18 | 13F/A | Bank Of America Corp /de/ | Call | 0 | −100,00 | 0 | −100,00 | |||
| 2025-05-12 | 13F | Sandy Spring Bank | 3 001 | −22,43 | 185 | −21,94 | ||||
| 2025-07-21 | 13F | Future Financial Wealth Managment LLC | 5 395 | −0,20 | 345 | 3,30 | ||||
| 2025-08-07 | 13F | PFG Advisors | 22 103 | −4,62 | 1 413 | −1,26 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 158 002 | −9,52 | 10 103 | −6,36 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Marshall Investment Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Keebeck Wealth Management, LLC | 7 312 | −4,33 | 468 | −1,06 | ||||
| 2025-08-14 | 13F | Houlihan Financial Resource Group, Ltd. | 107 036 | −0,98 | 7 | 0,00 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 292 635 | −21,16 | 18 838 | −17,85 | ||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 19 557 | −2,27 | 1 251 | 1,13 | ||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 17 416 | −13,15 | 1 114 | −10,10 | ||||
| 2025-08-14 | 13F | Talon Private Wealth, LLC | 13 111 | −3,66 | 838 | −0,24 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 1 094 | −1,08 | 70 | 1,47 | ||||
| 2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Advance Capital Management, Inc. | 9 043 | −12,45 | 578 | −9,40 | ||||
| 2025-05-12 | 13F | Berger Financial Group, Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-15 | 13F | Wela Strategies, Inc. | 81 979 | −0,55 | 5 242 | 2,93 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 186 622 | −2,13 | 11 933 | 1,30 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 184 637 | −6,40 | 11 806 | −3,13 | ||||
| 2025-08-05 | 13F | Wellington Shields & Co., LLC | 1 664 | −52,85 | 106 | −51,38 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 13 297 049 | −21,24 | 850 213 | −72,29 | ||||
| 2025-08-06 | 13F | DDFG, Inc | 193 280 | −0,42 | 12 358 | 3,07 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 5 500 | −45,00 | 352 | −43,11 | |||
| 2025-08-08 | 13F | Carl P. Sherr & Co., LLC | 4 876 | −14,02 | 312 | −11,14 | ||||
| 2025-05-15 | 13F | Citadel Advisors Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Fmr Llc | 5 315 066 | −21,69 | 339 845 | −18,95 | ||||
| 2025-08-12 | 13F | Summit Global Investments | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | Caitlin John, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Brighton Jones Llc | 9 130 | −0,95 | 584 | 2,46 | ||||
| 2025-07-24 | 13F | Eastern Bank | 26 093 | −4,77 | 1 668 | −1,42 | ||||
| 2025-07-16 | 13F | Colton Groome Financial Advisors, Llc | 3 684 | −6,45 | 236 | −0,42 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 22 149 | −6,54 | 1 416 | −3,28 | ||||
| 2025-07-21 | 13F | Mattern Capital Management, Llc | 3 674 | −19,82 | 235 | −17,31 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 4 729 | −0,13 | 302 | 3,42 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 519 934 | −1,68 | 33 | 3,13 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 26 553 | −0,43 | 1 698 | 3,04 | ||||
| 2025-05-15 | 13F | London & Capital Asset Management Ltd | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 118 919 | −10,30 | 7 604 | −7,17 | ||||
| 2025-07-24 | 13F | Tandem Capital Management Corp /adv | 5 761 | −4,16 | 368 | −0,81 | ||||
| 2025-07-31 | 13F | Conservest Capital Advisors, Inc. | 668 641 | −3,30 | 42 753 | 0,07 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 8 623 | −47,08 | 551 | −15,10 | ||||
| 2025-07-02 | 13F | Helen Stephens Group, LLC | 11 272 | −22,35 | 721 | −19,64 | ||||
| 2025-08-14 | 13F | Catalyst Financial Partners Llc | 7 467 | −6,28 | 477 | −3,05 | ||||
| 2025-08-27 | NP | JNL SERIES TRUST - JNL iShares Tactical Moderate Growth Fund (I) | 306 837 | −0,17 | 19 619 | 3,32 | ||||
| 2025-08-14 | 13F | Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 183 805 | −9,02 | 11 752 | −5,84 | ||||
| 2025-07-16 | 13F | Squire Investment Management Company, LLC | 4 353 | −0,07 | 278 | 3,35 | ||||
| 2025-07-31 | 13F | 180 Wealth Advisors, Llc | 43 853 | −17,07 | 2 804 | −13,97 | ||||
| 2025-08-18 | 13F | Second Line Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Laird Norton Trust Company, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 25 926 | −31,30 | 1 658 | −28,91 | ||||
| 2025-08-14 | 13F | Betterment LLC | 5 477 | −15,27 | 0 | |||||
| 2025-08-07 | 13F | Midland Wealth Advisors Llc | 10 409 | −19,38 | 666 | −16,56 | ||||
| 2025-08-13 | 13F | River Wealth Advisors LLC | 8 100 | −2,99 | 518 | 0,39 | ||||
| 2025-04-25 | 13F | EnRich Financial Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Stokes Family Office, LLC | 14 354 | −0,26 | 918 | 3,15 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 9 169 | −2,27 | 586 | 1,21 | ||||
| 2025-07-11 | 13F | Annex Advisory Services, LLC | 5 348 | −31,04 | 342 | −28,81 | ||||
| 2025-08-08 | 13F | ERTS Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-25 | 13F | New Wave Wealth Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Bradley Foster & Sargent Inc/ct | 3 378 | −56,94 | 216 | −55,58 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 46 900 | −2,18 | 2 999 | 1,22 | ||||
| 2025-08-28 | NP | BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES | 47 151 | −80,31 | 3 015 | −79,63 | ||||
| 2025-07-17 | 13F | Sterling Wealth Advisors Inc | 30 897 | −4,01 | 2 003 | 0,70 | ||||
| 2025-07-22 | NP | DGEFX - Destinations Equity Income Fund Class I | 672 849 | −41,05 | 41 791 | −42,89 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 673 | −8,68 | 43 | −4,44 | ||||
| 2025-08-13 | 13F | Allegheny Financial Group LTD | 309 976 | −0,24 | 19 820 | 3,25 | ||||
| 2025-07-24 | 13F | Drucker Wealth 3.0, LLC | 5 271 | −3,81 | 342 | 1,18 | ||||
| 2025-08-13 | 13F | Tobias Financial Advisors, Inc. | 3 634 | −7,27 | 232 | −4,13 | ||||
| 2025-08-12 | 13F | Country Trust Bank | 0 | −100,00 | 0 | |||||
| 2025-04-25 | 13F | TBH Global Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 69 088 | −8,29 | 4 418 | −5,07 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 4 435 | −25,95 | 284 | −23,51 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 29 968 | −3,89 | 1 916 | −0,52 | ||||
| 2025-07-21 | 13F | Single Point Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | Family Wealth Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-06 | 13F | Greenwood Gearhart Inc | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Atria Investments Llc | 297 697 | −11,80 | 19 035 | −8,71 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 14 858 | −2,71 | 950 | 1,82 | ||||
| 2025-07-16 | 13F | John W. Brooker & Co., CPAs | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 7 470 | −22,79 | 478 | −20,10 | ||||
| 2025-07-11 | 13F | Kapstone Financial Advisors LLC | 23 632 | −6,42 | 1 511 | −3,14 | ||||
| 2025-04-10 | 13F | Secure Asset Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-06 | 13F | Sound Financial Strategies Group, LLC | 20 051 | −1,52 | 1 282 | 1,99 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 10 264 | −0,33 | 656 | 3,14 | ||||
| 2025-07-21 | 13F | Quent Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | ADG Wealth Management Group, LLC | 104 449 | −3,99 | 6 678 | −0,80 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 7 154 | −26,67 | 457 | −24,09 | ||||
| 2025-07-29 | 13F | Straight Path Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | −100,00 | 0 | |||||
| 2025-06-03 | 13F/A | First National Bank Of Omaha | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 40 133 | −4,90 | 3 | 0,00 | ||||
| 2025-07-21 | 13F | Capital Planning LLC | 242 217 | −30,28 | 15 487 | −27,84 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 7 719 023 | −0,34 | 493 554 | 3,14 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 7 769 | −51,65 | 497 | −50,00 | ||||
| 2025-05-22 | 13F | Mattson Financial Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 280 | −44,55 | 18 | −45,16 | ||||
| 2025-07-24 | 13F/A | TFR Capital, LLC. | 3 350 | −5,71 | 214 | −2,28 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | American Money Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 2 373 | −5,23 | 152 | −1,95 | ||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Prepared Retirement Institute LLC | 22 970 | −1,23 | 1 469 | 2,23 | ||||
| 2025-07-31 | 13F | Forte Asset Management Llc | 126 563 | −20,71 | 8 092 | −17,94 | ||||
| 2025-08-11 | 13F | Eq Llc | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Silver Coast Investments LLC | 437 960 | −3,41 | 28 003 | −0,04 | ||||
| 2025-07-07 | 13F | Insight Wealth Strategies, LLC | 11 928 | −0,19 | 772 | 4,61 | ||||
| 2025-07-30 | 13F | Demars Financial Group, LLC | 6 911 | −98,38 | 442 | 7 250,00 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 43 353 | −0,81 | 2 772 | 2,63 | ||||
| 2025-07-15 | 13F | GSB Wealth Management, LLC | 25 133 | −0,70 | 1 607 | 2,75 | ||||
| 2025-04-21 | 13F | Compass Capital Corp /ma/ /adv | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Horizon Investment Services, LLC | 10 413 | −15,81 | 666 | −12,96 | ||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Naples Global Advisors, Llc | 16 905 | −0,41 | 1 081 | 3,05 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 1 877 | −93,28 | 120 | −93,04 | ||||
| 2025-07-24 | 13F | MSH Capital Advisors LLC | 10 326 | −3,50 | 660 | −0,15 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 27 195 | −2,35 | 1 739 | 1,05 | ||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 4 181 | −12,03 | 267 | −8,87 | ||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Cardinal Point Capital Management, ULC | 10 561 | −9,61 | 675 | −6,38 | ||||
| 2025-05-15 | 13F | Concorde Asset Management, LLC | 3 689 | −1,50 | 220 | −3,93 | ||||
| 2025-07-31 | 13F | Blake Schutter Theil Wealth Advisors, LLC | 18 472 | −0,19 | 1 181 | 3,32 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 150 683 | −23,29 | 9 635 | −20,61 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 17 463 | −2,56 | 1 117 | 0,81 | ||||
| 2025-08-13 | 13F | West Wealth Group, LLC | 11 127 | −16,56 | 721 | −12,18 | ||||
| 2025-05-12 | 13F | Maia Wealth LLC | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 13 372 | −0,74 | 826 | 0,00 | ||||
| 2025-05-16 | 13F | Ashton Thomas Private Wealth, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 6 857 | −1,15 | 0 | |||||
| 2025-08-11 | 13F | One Capital Management, LLC | 3 244 | −1,52 | 207 | 1,97 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 116 307 | −1,93 | 7 437 | 2,23 | ||||
| 2025-07-30 | 13F | Gimbal Financial | 3 289 | −98,88 | 210 | −98,85 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 129 634 | −1,44 | 8 289 | 1,99 | ||||
| 2025-08-07 | 13F | Sanchez Wealth Management Group | 6 017 | −29,04 | 385 | −26,58 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 10 458 | −5,14 | 669 | −1,91 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 155 517 | −0,64 | 9 944 | 2,82 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 25 884 | −0,02 | 1 655 | 3,50 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 31 187 | −0,40 | 1 994 | 3,10 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 16 | −44,83 | 1 | 0,00 | ||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 16 168 | −0,18 | 1 034 | 3,30 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 23 742 | −7,02 | 1 518 | −3,74 | ||||
| 2025-07-14 | 13F | Southland Equity Partners LLC | 34 539 | −2,71 | 2 208 | 0,68 | ||||
| 2025-08-06 | 13F | Financial Advisory Corp /ut/ /adv | 21 163 | −0,81 | 1 | 0,00 | ||||
| 2025-07-17 | 13F | Jackson, Grant Investment Advisers, Inc. | 1 190 | −3,17 | 76 | 1,33 | ||||
| 2025-07-24 | 13F | Bernard Wealth Management Corp. | 6 507 | −3,13 | 416 | 0,48 | ||||
| 2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Acorn Financial Advisory Services Inc /adv | 13 728 | −4,56 | 878 | −1,24 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 151 554 | −0,74 | 9 690 | 2,74 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 8 128 | −1,78 | 520 | 1,57 | ||||
| 2025-08-01 | 13F | Mendel Money Management | 26 566 | −1,92 | 1 699 | 1,49 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 983 | −44,62 | 63 | −43,12 | ||||
| 2025-05-02 | 13F | Private Wealth Management Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-11 | 13F | Impact Capital Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 2 553 | −13,43 | 0 | −100,00 | ||||
| 2025-07-08 | 13F | Gallacher Capital Management LLC | 28 133 | −22,25 | 1 799 | −19,55 | ||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 94 367 | −7,15 | 6 034 | −3,90 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 33 047 | −31,36 | 2 113 | −28,95 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 328 360 | −2,28 | 20 995 | 1,14 | ||||
| 2025-08-06 | 13F | Kcm Investment Advisors Llc | 39 593 | −3,94 | 2 532 | −0,59 | ||||
| 2025-05-15 | 13F | First Commonwealth Financial Corp /pa/ | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 22 485 | −3,25 | 1 438 | 0,14 | ||||
| 2025-05-09 | 13F | Pathway Financial Advisers, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 2 694 | −2,57 | 172 | 1,18 | ||||
| 2025-06-03 | 13F | Invst, LLC | 25 704 | −30,14 | 1 588 | −29,65 | ||||
| 2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Randolph Co Inc | 4 277 | −57,87 | 273 | −56,46 | ||||
| 2025-07-18 | 13F | Forza Wealth Management, LLC | 37 298 | −27,00 | 2 385 | −24,46 | ||||
| 2025-07-16 | 13F | Moneywise, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Fortress Private Ledger, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Breakwater Capital Group | 7 990 | −9,61 | 511 | −6,59 | ||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 403 764 | −1,80 | 25 817 | 1,63 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 806 | −30,34 | 52 | −27,14 | ||||
| 2025-08-06 | 13F | Centerpoint Advisory Group | 36 229 | −7,51 | 2 316 | −4,30 | ||||
| 2025-07-15 | 13F | Wealth Effects Llc | 8 521 | −0,12 | 545 | 3,23 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 4 016 | −30,72 | 257 | −28,49 | ||||
| 2025-08-04 | 13F | Merkkuri Wealth Advisors LLC | 26 316 | −6,10 | 1 683 | −2,83 | ||||
| 2025-05-13 | 13F | Quadrature Capital Ltd | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 70 554 | −6,77 | 4 511 | −3,51 | ||||
| 2025-07-11 | 13F | Wolfstich Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | IFS Advisors, LLC | 205 834 | −0,32 | 13 161 | 3,17 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 3 009 | −5,61 | 192 | −2,04 | ||||
| 2025-07-21 | 13F | Sterling Investment Counsel, LLC | 7 214 | −79,55 | 461 | −78,83 | ||||
| 2025-07-29 | 13F | Flavin Financial Services, Inc. | 20 050 | −30,33 | 1 282 | −27,91 | ||||
| 2025-08-07 | 13F | Brio Consultants, LLC | 24 482 | −24,48 | 1 565 | −21,83 | ||||
| 2025-08-04 | 13F | 4J Wealth Management LLC | 38 778 | −1,46 | 2 479 | 1,97 | ||||
| 2025-07-16 | 13F | MBE Wealth Management, LLC | 49 835 | −2,16 | 3 186 | 1,27 | ||||
| 2025-08-14 | 13F | Herold Advisors, Inc. | 64 545 | −5,20 | 4 127 | −1,88 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 90 593 | −3,62 | 5 792 | −0,26 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Mascoma Wealth Management LLC | 4 958 | −30,74 | 317 | −28,28 | ||||
| 2025-07-09 | 13F | Sterling Manor Financial, LLC | 183 935 | −0,54 | 11 761 | 2,93 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 165 | −8,84 | 10 | −9,09 | ||||
| 2025-05-12 | 13F | Scissortail Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-16 | 13F | Empowered Funds, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 651 | −8,44 | 42 | −4,65 | ||||
| 2025-08-15 | 13F | Lgl Partners, Llc | 101 716 | −0,18 | 6 594 | 4,75 | ||||
| 2025-04-24 | 13F | CNB Bank | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Commonwealth Financial Services, LLC | 16 819 | −1,96 | 1 075 | 1,51 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 92 849 | −0,88 | 5 767 | 5,74 | ||||
| 2025-08-06 | 13F | 360 Financial, Inc. | 19 641 | −6,68 | 1 256 | −3,46 | ||||
| 2025-08-12 | 13F | Inscription Capital, LLC | 7 011 | −55,63 | 448 | −51,15 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 256 263 | −0,89 | 16 385 | 2,57 | ||||
| 2025-07-10 | 13F | Marshall Financial Group LLC | 8 766 | −15,81 | 568 | −11,82 | ||||
| 2025-07-29 | 13F | Kraft, Davis & Associates, LLC | 9 652 | −14,56 | 633 | −3,95 | ||||
| 2025-07-15 | 13F | Well Done, LLC | 240 213 | −7,68 | 15 359 | −3,77 | ||||
| 2025-05-08 | 13F | Endeavor Private Wealth, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-08-13 | 13F | Haverford Trust Co | 25 064 | −10,03 | 1 603 | −6,91 | ||||
| 2025-08-07 | 13F | Alliance Wealth Management Group | 19 868 | −3,20 | 1 270 | 0,16 | ||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 11 384 | −3,21 | 728 | 0,14 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 21 600 | −51,24 | 1 381 | −49,52 | |||
| 2025-08-12 | 13F | Weaver Consulting Group | 47 413 | −2,43 | 3 032 | 0,97 | ||||
| 2025-05-12 | 13F | Y.D. More Investments Ltd | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Firethorn Wealth Partners, Llc | 3 841 | −1,21 | 246 | 2,08 | ||||
| 2025-05-28 | 13F | Intrua Financial, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 686 857 | −3,23 | 43 918 | 0,15 | ||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 1 107 | −9,04 | 71 | −6,67 | ||||
| 2025-04-21 | 13F | United Advisor Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | M3 Advisory Group, LLC | 3 631 | −21,41 | 232 | −18,60 | ||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 54 500 | −86,96 | 3 485 | −86,37 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 6 804 | −2,58 | 444 | 2,78 | ||||
| 2025-08-14 | 13F | Price T Rowe Associates Inc /md/ | 4 694 | −27,21 | 0 | |||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Graybill Bartz & Assoc Ltd | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | D'Orazio & Associates, Inc. | 474 869 | −12,68 | 30 363 | −9,63 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 2 449 | −64,13 | 155 | −63,18 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 21 579 | −40,69 | 1 380 | −38,63 | ||||
| 2025-04-28 | 13F | Buffington Mohr McNeal | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | American Capital Advisory, LLC | 2 043 | −34,50 | 131 | −32,29 | ||||
| 2025-04-10 | 13F | Sugar Maple Asset Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-04-14 | 13F | Cedar Mountain Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F/A | Florida Financial Advisors, Llc | 3 668 | −22,12 | 235 | −19,31 | ||||
| 2025-05-02 | 13F | Dynasty Wealth Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Mariner, LLC | 2 816 348 | −2,50 | 180 077 | 0,91 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-27 | NP | JNL SERIES TRUST - JNL iShares Tactical Moderate Fund (A) | 126 072 | −0,00 | 8 061 | 3,49 | ||||
| 2025-07-25 | 13F | Hemington Wealth Management | 611 | −23,62 | 0 | |||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 23 326 | −0,43 | 1 491 | 3,04 | ||||
| 2025-08-13 | 13F | Empire Financial Management Company, LLC | 6 352 | −0,47 | 406 | 3,05 | ||||
| 2025-08-14 | 13F | Cascades Capital Asset Management, LLC | 12 518 | −1,14 | 800 | 2,30 | ||||
| 2025-08-12 | 13F | Wayfinding Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Aurora Private Wealth, Inc. | 5 348 | −36,90 | 0 | |||||
| 2025-08-07 | 13F | Legacy Financial Advisors, Inc. | 183 808 | −1,76 | 11 753 | 1,68 | ||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 4 547 | −20,84 | 291 | −18,08 | ||||
| 2025-07-21 | 13F | Whelan Financial | 8 163 | −0,22 | 522 | 3,17 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 67 152 | −4,38 | 4 | 0,00 | ||||
| 2025-08-01 | 13F | Centerpoint Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | City State Bank | 7 532 | −2,59 | 482 | 0,84 | ||||
| 2025-08-14 | 13F | Tennessee Valley Asset Management Partners | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Clarus Wealth Advisors | 8 988 | −7,88 | 582 | 1,22 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 77 878 | −12,98 | 4 980 | −6,73 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | D. E. Shaw & Co., Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | WealthPLAN Partners, LLC | 228 539 | −18,05 | 14 613 | −15,19 | ||||
| 2025-07-30 | 13F | Syntegra Private Wealth Group, LLC | 4 899 | −3,85 | 313 | −0,32 | ||||
| 2025-08-06 | 13F | True Wealth Design, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Beckerman Institutional, LLC | 26 642 | −0,57 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 16 686 | −5,05 | 1 067 | −1,75 | ||||
| 2025-07-21 | 13F | Jackson Wealth Management, LLC | 221 458 | −1,60 | 14 160 | 1,84 | ||||
| 2025-07-23 | 13F | Avantra Family Wealth, Inc. | 9 962 | −42,84 | 637 | −40,89 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 173 105 | −0,45 | 11 068 | 3,03 | ||||
| 2025-08-13 | 13F | Balance Wealth, LLC | 7 419 | −3,86 | 474 | −0,42 | ||||
| 2025-08-07 | 13F | Summit X, LLC | 8 318 | −5,34 | 532 | −2,03 | ||||
| 2025-08-08 | 13F | Security Financial Services, INC. | 4 525 | −43,37 | 289 | −41,38 | ||||
| 2025-07-29 | 13F | BKM Wealth Management, LLC | 7 008 | −9,76 | 448 | −6,47 | ||||
| 2025-08-08 | 13F | Francis Financial, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | GSG Advisors LLC | 39 414 | −1,65 | 2 520 | 6,78 | ||||
| 2025-05-07 | 13F/A | Meridian Management Co | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 32 687 | −1,68 | 2 090 | 1,75 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 236 078 | −13,41 | 15 095 | −10,38 | ||||
| 2025-07-21 | 13F | Zwj Investment Counsel Inc | 0 | −100,00 | 0 | |||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 1 379 | −29,50 | 85 | −28,57 | ||||
| 2025-07-31 | 13F | West Michigan Advisors, Llc | 7 082 | −21,86 | 453 | −19,14 | ||||
| 2025-07-10 | 13F | Sharkey, Howes & Javer | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 4 862 | −1,52 | 311 | 4,73 | ||||
| 2025-08-12 | 13F | Atlantic Family Wealth, Llc | 7 919 | −7,29 | 506 | −3,98 | ||||
| 2025-07-18 | 13F | Northeast Financial Group, Inc. | 12 255 | −7,66 | 784 | −4,51 | ||||
| 2025-07-30 | 13F | Journey Advisory Group, LLC | 182 963 | −5,01 | 11 699 | −1,69 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 24 640 | −14,38 | 1 575 | −11,42 | ||||
| 2025-07-25 | 13F | Apollon Financial, LLC | 7 354 | −0,94 | 470 | 2,62 | ||||
| 2025-07-16 | 13F | PFS Partners, LLC | 228 294 | −0,03 | 14 597 | 3,47 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 6 515 | −3,42 | 417 | 0,00 | ||||
| 2025-07-15 | 13F | Norden Group Llc | 24 263 | −3,58 | 1 551 | −0,19 | ||||
| 2025-07-17 | 13F | Michels Family Financial, LLC | 9 309 | −0,89 | 595 | 2,59 | ||||
| 2025-08-05 | 13F | Greater Midwest Financial Group, LLC | 18 298 | −3,67 | 1 170 | −0,34 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 15 046 | −53,51 | 962 | −51,61 | ||||
| 2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 13 617 | −19,69 | 871 | −16,91 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 14 671 | −5,92 | 938 | −2,60 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 89 484 | −2,44 | 5 722 | 0,97 | ||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 213 861 | −14,22 | 13 674 | −11,23 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 172 167 | −12,25 | 11 008 | −9,18 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 109 667 | −1,35 | 7 012 | 2,10 | ||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 14 187 | −6,65 | 907 | −3,30 | ||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 142 821 | −20,29 | 9 132 | −17,51 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 199 | −60,52 | 13 | −58,62 | ||||
| 2025-08-11 | 13F | Strategic Equity Management | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Beacon Bridge Wealth Partners, LLC | 62 164 | −2,72 | 3 975 | 0,68 | ||||
| 2025-07-11 | 13F | Mandatum Life Insurance Co Ltd | 6 331 | −3,28 | 405 | 0,00 | ||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 4 | −33,33 | 0 | |||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 156 454 | −2,41 | 10 004 | 1,00 | ||||
| 2025-07-16 | 13F | Wealth Group Ltd | 240 141 | −21,69 | 15 355 | −18,96 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 23 884 | −11,96 | 1 527 | −8,89 | ||||
| 2025-08-14 | 13F | Banque Transatlantique SA | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Financial Insights, Inc. | 34 146 | −1,27 | 2 183 | 2,20 | ||||
| 2025-04-23 | 13F | Community Financial Services Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Ledyard National Bank | 1 128 800 | −5,97 | 72 175 | −2,68 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 8 286 | −14,37 | 543 | −9,05 | ||||
| 2025-08-13 | 13F | Baker Avenue Asset Management, LP | 140 556 | −1,64 | 8 987 | 1,80 | ||||
| 2025-08-04 | 13F | Twin City Private Wealth, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Kelly Financial Services LLC | 4 758 | −1,20 | 304 | 2,36 | ||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 30 105 | −1,06 | 1 925 | 3,11 | ||||
| 2025-07-09 | 13F | LifePlan Financial, LLC | 12 161 | −0,33 | 778 | 3,19 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 20 328 | −7,21 | 1 300 | 7,44 | ||||
| 2025-07-23 | 13F | Dohj, Llc | 25 178 | −3,47 | 1 480 | −8,19 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 63 715 | −9,85 | 4 074 | −6,71 | ||||
| 2025-08-14 | 13F | Connecticut Wealth Management, LLC | 106 226 | −1,16 | 6 792 | 2,30 | ||||
| 2025-07-22 | 13F | Keudell/Morrison Wealth Management | 27 144 | −0,55 | 1 736 | 2,91 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 11 968 | −18,59 | 765 | −15,75 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Concord Wealth Partners | 115 012 | −13,83 | 7 354 | −10,83 | ||||
| 2025-07-28 | 13F | Davidson Investment Advisors | 120 349 | −0,96 | 7 695 | 2,50 | ||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 152 321 | −2,54 | 9 739 | 0,86 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 2 770 | −23,80 | 177 | −20,98 | ||||
| 2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 91 533 | −4,61 | 5 853 | −1,28 | ||||
| 2025-08-14 | 13F | Fwl Investment Management, Llc | 4 934 | −15,70 | 315 | −12,74 | ||||
| 2025-07-24 | 13F | Williams & Novak, LLC | 30 122 | −3,60 | 1 926 | 0,05 | ||||
| 2025-07-18 | 13F | Provident Wealth Management, LLC | 414 052 | −1,06 | 26 474 | 2,39 | ||||
| 2025-08-04 | 13F | Amplius Wealth Advisors, LLC | 4 145 | −9,62 | 265 | −6,36 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 9 299 | −5,84 | 595 | −2,62 | ||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Silvercrest Asset Management Group Llc | 5 643 | −0,02 | 361 | 3,45 | ||||
| 2025-07-28 | 13F | Rik Saylor Financial, Inc. | 10 333 | −0,16 | 661 | 3,29 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 156 239 | −10,63 | 9 990 | −7,51 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 790 726 | −2,27 | 50 559 | 1,15 | ||||
| 2025-07-25 | 13F | Allspring Global Investments Holdings, LLC | 1 468 | −40,93 | 95 | −37,91 | ||||
| 2025-07-10 | 13F | Ayrshire Capital Management LLC | 8 537 | −1,73 | 546 | 1,68 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 616 231 | −1,07 | 40 191 | 4,44 | ||||
| 2025-07-22 | 13F | Autumn Glory Partners, LLC | 102 409 | −4,27 | 6 548 | −0,91 | ||||
| 2025-08-04 | 13F | Linscomb & Williams, Inc. | 16 187 | −14,43 | 1 035 | −11,39 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 88 970 | −14,35 | 5 689 | −10,72 | ||||
| 2025-08-13 | 13F | Green Harvest Asset Management LLC | 5 835 | −55,66 | 373 | −54,06 | ||||
| 2025-08-14 | 13F | Archetype Wealth Partners | 116 999 | −3,15 | 7 | 0,00 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 13 268 | −0,06 | 848 | 3,41 | ||||
| 2025-07-24 | 13F | Strengthening Families & Communities, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Arrowroot Family Office, LLC | 7 023 | −7,94 | 449 | −3,85 | ||||
| 2025-08-11 | 13F | PFG Private Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Global Wealth Management Investment Advisory, Inc. | 23 894 | −1,04 | 1 528 | 2,41 | ||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 3 762 | −11,21 | 241 | −8,05 | ||||
| 2025-07-23 | 13F | Armstrong, Fleming & Moore, Inc | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F/A | Torno Capital, Llc | Call | 0 | −100,00 | 0 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 120 388 | −2,08 | 7 698 | 1,34 | ||||
| 2025-07-30 | 13F | Prosperity Financial Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Waterfront Wealth Inc. | 4 248 | −2,57 | 272 | 0,74 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 33 427 | −27,07 | 2 137 | −24,51 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 5 625 | −5,14 | 360 | −1,91 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 50 732 | −3,67 | 3 244 | −0,31 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 40 789 | −0,89 | 2 608 | 2,60 | ||||
| 2025-09-08 | 13F | Alternative Investment Advisors, LLC. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 2 995 524 | −0,35 | 191 534 | 3,13 | ||||
| 2025-08-14 | 13F | Headinvest, Llc | 7 766 | −0,24 | 497 | 3,33 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 90 988 | −1,05 | 5 899 | 3,84 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 509 195 | −1,79 | 32 558 | 1,65 | ||||
| 2025-08-14 | 13F | Redwood Financial Network Corp | 10 119 | −4,59 | 647 | −1,22 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 18 287 | −17,08 | 1 169 | −14,17 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 26 083 | −67,04 | 1 668 | −65,90 | ||||
| 2025-08-04 | 13F | Clear Investment Research, Llc | 5 333 | −1,48 | 341 | 2,10 | ||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 9 885 | −8,71 | 629 | −5,14 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 7 909 389 | −1,09 | 506 | 2,23 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 112 359 | −4,93 | 7 184 | −1,60 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 34 442 | −5,60 | 2 202 | −2,31 | ||||
| 2025-07-16 | 13F | BOS Asset Management, LLC | 4 814 | −5,22 | 308 | −1,92 | ||||
| 2025-07-29 | NP | EBI - Longview Advantage ETF | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-06-26 | NP | BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES | 4 564 472 | −38,71 | 274 507 | −41,93 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 16 200 | −32,22 | 1 036 | −29,88 | ||||
| 2025-07-16 | 13F | FORM Wealth Advisors, LLC | 621 520 | −6,44 | 39 740 | −3,17 |
